Adding to string of new hires, Steward Partners lands $160M Merrill team
November 12, 2019
By Andrew Welsch
Steward Partners hired a former Merrill Lynch team managing $160 million in client assets, the firm said.
It’s the latest in a string of hires for the independent firm, which was founded by former wirehouse managers in 2013 and is affiliated with Raymond James. So far this year, Steward Partners has recruited 19 advisors and opened six offices. The Washington, D.C.-based firm now has more than 100 advisors operating from 21 locations.
New recruits Kevin Taube and Ashley Berberian joined Steward Partners in Manchester, New Hampshire. The firm has two other offices in the state.
Taube said the team moved because of the independence and flexibility Steward Partners could offer them.